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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,136 | $126,661-42.3% | $113,397-35.5% | $138,895-47.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 14.19% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,032 | $3,456-41.2% | $2,977-31.7% | $4,194-51.5% |
| Participant deferral / active EE | $2,640 | $5,693-53.6% | $5,076-48.0% | $6,396-58.7% |
| Admin fee / account holder | $976 | $14,549-93.3% | $11,957-91.8% | $12,562-92.2% |